Gail plays and integral role in serving our clients and strives to provide a high level of service and commitment. Helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients. She enjoys fostering relationships to ensure they receive quality attention and support. She manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-orientated, her goal is to make working with us easy and effortless.
Prior to joining Raymond James in 2024, Gail began working with Jon and Mike in the financial service industry in 2008 and has continued to work with the team handling an array of administrative duties. In addition to working as a wealth management client associate at Merrill Lynch, prior to joining she was a branch coach for other client associates. Gail has a Bachelor of Science in management and marketing. In her free time, Gail enjoys time with her family, dogs, and gardening at home. She has volunteered several hours in the soccer community in the Valley including Wasilla High School Soccer boys and girls teams.
